Trans-siberian Gold Share Discussion Threads

[leopoldalcox] 26/2/2021 07:14

Share buyback programme - I guess that rules out a placing that someone mentioned here

[1knocker] 26/2/2021 00:36

Topped up in Polymetal today at 1449. That too is over 25% down on its ATH, and a much less speculative stock IMO. All the same, news or no no news, my finger would begin to twitch over the TSG buy button if it were to drop into the mid 80s.

[nickwild] 25/2/2021 12:14

Any news on mine closure/reopening in local press?

[spacedust] 25/2/2021 11:04

More profit the way i read it

[picardy] 25/2/2021 09:33

This should never have fallen below 100p, what's there not to like about the Rodnikova study? Very robust, the way I read it.

[spacedust] 24/2/2021 14:18

At 50p i am going to chuck in the sink as well as my underpants.

[planit2] 24/2/2021 13:20

I just bought more too.

I can't wait until £12.50 LOL

Hoping that the news will have underpinned the share price. Then when gold reverses and fingers crossed the veign reopens we should be motoring.

Or I could be completely wrong and we will see 50p again.

[spacedust] 24/2/2021 12:30

I can guarantee that news is coming. Its impossible for no news. Topped up too will sell at 1250p

[2tsg] 24/2/2021 09:53

to top up.....or not to top up ?? Need some news.

[ukgeorge] 23/2/2021 12:46

decided to add a few 3,400 at 91.8p

[ukgeorge] 20/2/2021 10:18

Small piece on yesterdays announcement

[spacedust] 19/2/2021 20:26

Kev thank goodness you're out it'll now go up for no reason. Todays rns was good. A little expensive but more profits from both gold and silver.

[1knocker] 19/2/2021 19:23

TSG has only fallen to the levels I suggested in my post of 4/2/21. I think it probably has further to fall if US long bond interest rates continue to rise, or if there is a severe market correction which drives a flight to the dollar, with a consequent fall in the POG.

If the news on the mine fall is bad, that will cause a further, additional fall in the share price Good news on the fall would result in some re-rating, but probably not a particularly large immediate rise while the POG price and charts remain weak.

Stay patient. There will better times to buy in/top up TSG, as even if good news on the mine fall does cause the share price to rise a bit, this is probably still a sub 100p stock the way the POG is now and looks to be going at present. Anyhow, better IMO to pay a bit more after a clean bill of health than gamble by buying ahead of the news - which could be good or bad.

I have no crystal ball, but that is how I see the position at present. Very glad I sold immediately I learned of the mine fall, even though I had only just got in. Lucky to get out fractionally better than all square, as it turns out. I hope the news is good because, the potential consequences of the fall aside, TSG looks attractive to me.

[chipperfrd] 19/2/2021 16:18

Found it!!

[2] Advanced Special Economic Zones ("ASEZ") have been created in the Far East of Russia under a "Territory of Advanced Development" (also known as "TOR"), a special regime of treatment of foreign investors who inject funds and capabilities to Russia's Far East, whereby those foreign investors are provided with certain incentives and benefits. In particular, there are reductions to corporate profits tax, value added tax, land tax, mineral extraction tax and social insurance payments. On 19 December 2019, the Company confirmed that its operating subsidiary had been confirmed as resident of ASEZ Kamchatka. The Company will apply for the Project to be treated under the TOR regime in due course

[chipperfrd] 19/2/2021 16:10

Can anyone enlighten me as to the definition of 'TOR' as used in this scoping study?

[kamakazee] 19/2/2021 16:08

Ouch! glad I didn't buy these! This is going a lot lower

[stupmy] 19/2/2021 15:59

I had in my mind 89/90 as a possible support. For the minute it seems to be behaving that way. As doc says though, it could still go lower. I'll not add today.

[doc_oj] 19/2/2021 14:59

I think we have lost enough value as it is inspite of what the investigation results may reveal. Not saying it won't drop further, if negative. Just think we have got completely decimated in this rather brief wait!

[jeanesy] 19/2/2021 14:30

the selling here is relentless. Something is not right

[stupmy] 19/2/2021 12:35

I've bought a few back. I have no buy signal yet so my re-entry at just over 93 is aggressive (not large). Buy signals come after a rise has already often moved a decent way so if you get an aggressive entry right it traps more upside should that happen. What normally happens however is that it represents an impatient move and guarantees only a higher risk. I'll double if I think I get a buy signal. Whether it falls further or not, I'm happy with my decision making as I dropped my last position at 108. So, no additional profit for the moment, but I've missed out on 15p of losses.

[kevph] 19/2/2021 10:46

Decline in pog. Investigation. Potential fund raise and dilution. I'm out for the moment. Normally bounces whenever I sell something though! Look to get in when it settles. GLA

[corrientes] 19/2/2021 10:45

My thoughts too, looking at the phraseology of the RNS. In fact the timing almost guarantees an increase in uncertainty, but I hope hope that's a wrong interpretation.

[ukgeorge] 19/2/2021 10:39

I'll be topping up if the decline gets silly. I think we could still have a few weeks to wait.

[jeanesy] 19/2/2021 10:36

I am not sure why they released this before the investigation result. If they thought it would arrest the slide they were wrong. Not sure when the selling will stop.

[peterhuber91] 19/2/2021 09:57

You are right. Under this assumptions it doesn't look as good as at first view. AISC of about 1140 usd is not cheap. You have to admit that about 250 is going to Capex and scaling would reduce AISC. Cash cost are about 900 usd. - Not cheap However; woundering how they managed to get this favourable IRR.